401k Plan data: INSURANCE FEDERATION OF PENNSYLVANIA, INC., RETIREMENT PLAN & TRUST plan

INSURANCE FEDERATION OF PENNSYLVANIA, INC., RETIREMENT PLAN & TRUST 401k Plan overview

Plan Name	INSURANCE FEDERATION OF PENNSYLVANIA, INC., RETIREMENT PLAN & TRUST
Plan identification number	001

INSURANCE FEDERATION OF PENNSYLVANIA, INC., RETIREMENT PLAN & TRUST Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

INSURANCE FEDERATION OF PENNSYLVANIA, INC. has sponsored the creation of one or more 401k plans.

Company Name: INSURANCE FEDERATION OF PENNSYLVANIA, INC.

Employer identification number (EIN): 230724005

NAIC Classification: 524290

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INSURANCE FEDERATION OF PENNSYLVANIA, INC., RETIREMENT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-04-01
001 2021-04-01
001 2020-04-01
001 2019-04-01
001 2018-04-01
001 2017-04-01
001 2016-04-01
001 2015-04-01
001 2014-04-01 JOHN BURY 2016-01-14
001 2013-04-01 SAMUEL MARSHALL 2014-06-24 SAMUEL MARSHALL 2014-06-24
001 2012-04-01 SAMUEL MARSHALL 2013-05-09
001 2011-04-01 SAMUEL MARSHALL 2012-05-14
001 2010-04-01 SAMUEL MARSHALL 2011-07-21

Plan Statistics for INSURANCE FEDERATION OF PENNSYLVANIA, INC., RETIREMENT PLAN & TRUST

401k plan membership statisitcs for INSURANCE FEDERATION OF PENNSYLVANIA, INC., RETIREMENT PLAN & TRUST

Measure Date Value
2023: INSURANCE FEDERATION OF PENNSYLVANIA, INC., RETIREMENT PLAN & TRUST 2023 401k membership
Market value of plan assets 2023-03-31 5,537,662
Acturial value of plan assets 2023-03-31 5,537,662
Funding target for retired participants and beneficiaries receiving payment 2023-03-31 380,819
Number of terminated vested participants 2023-03-31 4
Fundng target for terminated vested participants 2023-03-31 154,960
Active participant vested funding target 2023-03-31 2,994,033
Number of active participants 2023-03-31 6
Total funding liabilities for active participants 2023-03-31 2,996,471
Total participant count 2023-03-31 11
Total funding target for all participants 2023-03-31 3,532,250
Balance at beginning of prior year after applicable adjustments 2023-03-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2023-03-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2023-03-31 0
Prefunding balanced used to offset prior years funding requirement 2023-03-31 0
Amount remaining of carryover balance 2023-03-31 0
Amount remaining of prefunding balance 2023-03-31 0
Present value of excess contributions 2023-03-31 174,519
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2023-03-31 182,547
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2023-03-31 0
Reductions in caryover balances due to elections or deemed elections 2023-03-31 0
Reductions in prefunding balances due to elections or deemed elections 2023-03-31 0
Balance of carryovers at beginning of current year 2023-03-31 0
Balance of prefunding at beginning of current year 2023-03-31 0
Total employer contributions 2023-03-31 190,000
Total employee contributions 2023-03-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2023-03-31 0
Contributions made to avoid restrictions adjusted to valuation date 2023-03-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2023-03-31 178,257
Unpaid minimum required contributions for all prior years 2023-03-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2023-03-31 0
Remaining amount of unpaid minimum required contributions 2023-03-31 0
Minimum required contributions for current year target normal cost 2023-03-31 288,755
Net shortfall amortization installment of oustanding balance 2023-03-31 0
Waiver amortization installment 2023-03-31 0
Total funding amount beforereflecting carryover/prefunding balances 2023-03-31 0
Carryover balance elected to use to offset funding requirement 2023-03-31 0
Prefunding balance elected to use to offset funding requirement 2023-03-31 0
Additional cash requirement 2023-03-31 0
Contributions allocatedtoward minimum required contributions for current year 2023-03-31 178,257
Unpaid minimum required contributions for current year 2023-03-31 0
Unpaid minimum required contributions for all years 2023-03-31 0
2022: INSURANCE FEDERATION OF PENNSYLVANIA, INC., RETIREMENT PLAN & TRUST 2022 401k membership
Market value of plan assets 2022-03-31 5,537,662
Acturial value of plan assets 2022-03-31 5,537,662
Funding target for retired participants and beneficiaries receiving payment 2022-03-31 422,333
Number of terminated vested participants 2022-03-31 4
Fundng target for terminated vested participants 2022-03-31 154,873
Active participant vested funding target 2022-03-31 3,222,082
Number of active participants 2022-03-31 6
Total funding liabilities for active participants 2022-03-31 3,226,948
Total participant count 2022-03-31 11
Total funding target for all participants 2022-03-31 3,804,154
Balance at beginning of prior year after applicable adjustments 2022-03-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-03-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2022-03-31 0
Prefunding balanced used to offset prior years funding requirement 2022-03-31 0
Amount remaining of carryover balance 2022-03-31 0
Amount remaining of prefunding balance 2022-03-31 0
Present value of excess contributions 2022-03-31 173,988
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-03-31 182,513
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-03-31 0
Reductions in caryover balances due to elections or deemed elections 2022-03-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-03-31 0
Balance of carryovers at beginning of current year 2022-03-31 0
Balance of prefunding at beginning of current year 2022-03-31 0
Total employer contributions 2022-03-31 185,000
Total employee contributions 2022-03-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-03-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-03-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-03-31 174,519
Unpaid minimum required contributions for all prior years 2022-03-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-03-31 0
Remaining amount of unpaid minimum required contributions 2022-03-31 0
Minimum required contributions for current year target normal cost 2022-03-31 154,825
Net shortfall amortization installment of oustanding balance 2022-03-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-03-31 0
Additional cash requirement 2022-03-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-03-31 174,519
Unpaid minimum required contributions for current year 2022-03-31 0
Unpaid minimum required contributions for all years 2022-03-31 0
2021: INSURANCE FEDERATION OF PENNSYLVANIA, INC., RETIREMENT PLAN & TRUST 2021 401k membership
Market value of plan assets 2021-03-31 4,501,393
Acturial value of plan assets 2021-03-31 4,501,393
Funding target for retired participants and beneficiaries receiving payment 2021-03-31 417,264
Number of terminated vested participants 2021-03-31 4
Fundng target for terminated vested participants 2021-03-31 136,291
Active participant vested funding target 2021-03-31 2,780,349
Number of active participants 2021-03-31 6
Total funding liabilities for active participants 2021-03-31 2,782,849
Total participant count 2021-03-31 11
Total funding target for all participants 2021-03-31 3,336,404
Balance at beginning of prior year after applicable adjustments 2021-03-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-03-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2021-03-31 0
Prefunding balanced used to offset prior years funding requirement 2021-03-31 0
Amount remaining of carryover balance 2021-03-31 0
Amount remaining of prefunding balance 2021-03-31 0
Present value of excess contributions 2021-03-31 173,005
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-03-31 182,001
Reductions in caryover balances due to elections or deemed elections 2021-03-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-03-31 0
Balance of carryovers at beginning of current year 2021-03-31 0
Balance of prefunding at beginning of current year 2021-03-31 0
Total employer contributions 2021-03-31 185,000
Total employee contributions 2021-03-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-03-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-03-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-03-31 173,988
Unpaid minimum required contributions for all prior years 2021-03-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-03-31 0
Remaining amount of unpaid minimum required contributions 2021-03-31 0
Minimum required contributions for current year target normal cost 2021-03-31 111,251
Net shortfall amortization installment of oustanding balance 2021-03-31 0
Waiver amortization installment 2021-03-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-03-31 0
Carryover balance elected to use to offset funding requirement 2021-03-31 0
Prefunding balance elected to use to offset funding requirement 2021-03-31 0
Additional cash requirement 2021-03-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-03-31 173,988
Unpaid minimum required contributions for current year 2021-03-31 0
Unpaid minimum required contributions for all years 2021-03-31 0
2020: INSURANCE FEDERATION OF PENNSYLVANIA, INC., RETIREMENT PLAN & TRUST 2020 401k membership
Market value of plan assets 2020-03-31 4,265,727
Acturial value of plan assets 2020-03-31 4,265,727
Funding target for retired participants and beneficiaries receiving payment 2020-03-31 447,305
Number of terminated vested participants 2020-03-31 4
Fundng target for terminated vested participants 2020-03-31 127,088
Active participant vested funding target 2020-03-31 2,519,433
Number of active participants 2020-03-31 6
Total funding liabilities for active participants 2020-03-31 2,519,433
Total participant count 2020-03-31 11
Total funding target for all participants 2020-03-31 3,093,826
Balance at beginning of prior year after applicable adjustments 2020-03-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-03-31 0
Amount remaining of carryover balance 2020-03-31 0
Amount remaining of prefunding balance 2020-03-31 0
Present value of excess contributions 2020-03-31 172,333
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-03-31 181,639
Reductions in caryover balances due to elections or deemed elections 2020-03-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-03-31 0
Balance of carryovers at beginning of current year 2020-03-31 0
Balance of prefunding at beginning of current year 2020-03-31 0
Total employer contributions 2020-03-31 185,000
Total employee contributions 2020-03-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-03-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-03-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-03-31 173,005
Unpaid minimum required contributions for all prior years 2020-03-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-03-31 0
Remaining amount of unpaid minimum required contributions 2020-03-31 0
Minimum required contributions for current year target normal cost 2020-03-31 94,846
Net shortfall amortization installment of oustanding balance 2020-03-31 0
Waiver amortization installment 2020-03-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-03-31 0
Carryover balance elected to use to offset funding requirement 2020-03-31 0
Prefunding balance elected to use to offset funding requirement 2020-03-31 0
Additional cash requirement 2020-03-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-03-31 173,005
Unpaid minimum required contributions for current year 2020-03-31 0
Unpaid minimum required contributions for all years 2020-03-31 0
2019: INSURANCE FEDERATION OF PENNSYLVANIA, INC., RETIREMENT PLAN & TRUST 2019 401k membership
Market value of plan assets 2019-03-31 4,020,728
Acturial value of plan assets 2019-03-31 4,020,728
Funding target for retired participants and beneficiaries receiving payment 2019-03-31 440,014
Number of terminated vested participants 2019-03-31 4
Fundng target for terminated vested participants 2019-03-31 116,659
Active participant vested funding target 2019-03-31 2,211,180
Number of active participants 2019-03-31 5
Total funding liabilities for active participants 2019-03-31 2,211,180
Total participant count 2019-03-31 10
Total funding target for all participants 2019-03-31 2,767,853
Balance at beginning of prior year after applicable adjustments 2019-03-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-03-31 0
Amount remaining of carryover balance 2019-03-31 0
Amount remaining of prefunding balance 2019-03-31 0
Present value of excess contributions 2019-03-31 167,494
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-03-31 176,874
Balance of carryovers at beginning of current year 2019-03-31 0
Balance of prefunding at beginning of current year 2019-03-31 0
Total employer contributions 2019-03-31 185,000
Total employee contributions 2019-03-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-03-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-03-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-03-31 172,333
Unpaid minimum required contributions for all prior years 2019-03-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-03-31 0
Remaining amount of unpaid minimum required contributions 2019-03-31 0
Minimum required contributions for current year target normal cost 2019-03-31 71,691
Net shortfall amortization installment of oustanding balance 2019-03-31 0
Waiver amortization installment 2019-03-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-03-31 0
Additional cash requirement 2019-03-31 0
Contributions allocatedtoward minimum required contributions for current year 2019-03-31 172,333
Unpaid minimum required contributions for current year 2019-03-31 0
Unpaid minimum required contributions for all years 2019-03-31 0
2018: INSURANCE FEDERATION OF PENNSYLVANIA, INC., RETIREMENT PLAN & TRUST 2018 401k membership
Market value of plan assets 2018-03-31 3,521,200
Acturial value of plan assets 2018-03-31 3,521,200
Funding target for retired participants and beneficiaries receiving payment 2018-03-31 427,633
Number of terminated vested participants 2018-03-31 3
Fundng target for terminated vested participants 2018-03-31 30,623
Active participant vested funding target 2018-03-31 1,946,104
Number of active participants 2018-03-31 6
Total funding liabilities for active participants 2018-03-31 1,946,104
Total participant count 2018-03-31 10
Total funding target for all participants 2018-03-31 2,404,360
Balance at beginning of prior year after applicable adjustments 2018-03-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-03-31 0
Amount remaining of carryover balance 2018-03-31 0
Amount remaining of prefunding balance 2018-03-31 0
Present value of excess contributions 2018-03-31 167,455
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-03-31 177,167
Balance of carryovers at beginning of current year 2018-03-31 0
Balance of prefunding at beginning of current year 2018-03-31 0
Total employer contributions 2018-03-31 180,000
Total employee contributions 2018-03-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-03-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-03-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-03-31 167,494
Unpaid minimum required contributions for all prior years 2018-03-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-03-31 0
Remaining amount of unpaid minimum required contributions 2018-03-31 0
Minimum required contributions for current year target normal cost 2018-03-31 81,412
Net shortfall amortization installment of oustanding balance 2018-03-31 0
Waiver amortization installment 2018-03-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-03-31 0
Additional cash requirement 2018-03-31 0
Contributions allocatedtoward minimum required contributions for current year 2018-03-31 167,494
Unpaid minimum required contributions for current year 2018-03-31 0
Unpaid minimum required contributions for all years 2018-03-31 0
2017: INSURANCE FEDERATION OF PENNSYLVANIA, INC., RETIREMENT PLAN & TRUST 2017 401k membership
Market value of plan assets 2017-03-31 3,096,168
Acturial value of plan assets 2017-03-31 3,096,168
Funding target for retired participants and beneficiaries receiving payment 2017-03-31 572,505
Number of terminated vested participants 2017-03-31 3
Fundng target for terminated vested participants 2017-03-31 27,942
Active participant vested funding target 2017-03-31 1,671,011
Number of active participants 2017-03-31 6
Total funding liabilities for active participants 2017-03-31 1,678,595
Total participant count 2017-03-31 10
Total funding target for all participants 2017-03-31 2,279,042
Balance at beginning of prior year after applicable adjustments 2017-03-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-03-31 0
Amount remaining of carryover balance 2017-03-31 0
Amount remaining of prefunding balance 2017-03-31 0
Present value of excess contributions 2017-03-31 171,296
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-03-31 181,574
Balance of carryovers at beginning of current year 2017-03-31 0
Balance of prefunding at beginning of current year 2017-03-31 0
Total employer contributions 2017-03-31 180,000
Total employee contributions 2017-03-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-03-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-03-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-03-31 167,455
Unpaid minimum required contributions for all prior years 2017-03-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-03-31 0
Remaining amount of unpaid minimum required contributions 2017-03-31 0
Minimum required contributions for current year target normal cost 2017-03-31 85,185
Net shortfall amortization installment of oustanding balance 2017-03-31 0
Waiver amortization installment 2017-03-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-03-31 0
Additional cash requirement 2017-03-31 0
Contributions allocatedtoward minimum required contributions for current year 2017-03-31 167,455
Unpaid minimum required contributions for current year 2017-03-31 0
Unpaid minimum required contributions for all years 2017-03-31 0

Measure	Date	Value
2023: INSURANCE FEDERATION OF PENNSYLVANIA, INC., RETIREMENT PLAN & TRUST 2023 401k membership
Market value of plan assets	2023-03-31	5,537,662
Acturial value of plan assets	2023-03-31	5,537,662
Funding target for retired participants and beneficiaries receiving payment	2023-03-31	380,819
Number of terminated vested participants	2023-03-31	4
Fundng target for terminated vested participants	2023-03-31	154,960
Active participant vested funding target	2023-03-31	2,994,033
Number of active participants	2023-03-31	6
Total funding liabilities for active participants	2023-03-31	2,996,471
Total participant count	2023-03-31	11
Total funding target for all participants	2023-03-31	3,532,250
Balance at beginning of prior year after applicable adjustments	2023-03-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2023-03-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2023-03-31	0
Prefunding balanced used to offset prior years funding requirement	2023-03-31	0
Amount remaining of carryover balance	2023-03-31	0
Amount remaining of prefunding balance	2023-03-31	0
Present value of excess contributions	2023-03-31	174,519
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2023-03-31	182,547
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2023-03-31	0
Reductions in caryover balances due to elections or deemed elections	2023-03-31	0
Reductions in prefunding balances due to elections or deemed elections	2023-03-31	0
Balance of carryovers at beginning of current year	2023-03-31	0
Balance of prefunding at beginning of current year	2023-03-31	0
Total employer contributions	2023-03-31	190,000
Total employee contributions	2023-03-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2023-03-31	0
Contributions made to avoid restrictions adjusted to valuation date	2023-03-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2023-03-31	178,257
Unpaid minimum required contributions for all prior years	2023-03-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2023-03-31	0
Remaining amount of unpaid minimum required contributions	2023-03-31	0
Minimum required contributions for current year target normal cost	2023-03-31	288,755
Net shortfall amortization installment of oustanding balance	2023-03-31	0
Waiver amortization installment	2023-03-31	0
Total funding amount beforereflecting carryover/prefunding balances	2023-03-31	0
Carryover balance elected to use to offset funding requirement	2023-03-31	0
Prefunding balance elected to use to offset funding requirement	2023-03-31	0
Additional cash requirement	2023-03-31	0
Contributions allocatedtoward minimum required contributions for current year	2023-03-31	178,257
Unpaid minimum required contributions for current year	2023-03-31	0
Unpaid minimum required contributions for all years	2023-03-31	0
2022: INSURANCE FEDERATION OF PENNSYLVANIA, INC., RETIREMENT PLAN & TRUST 2022 401k membership
Market value of plan assets	2022-03-31	5,537,662
Acturial value of plan assets	2022-03-31	5,537,662
Funding target for retired participants and beneficiaries receiving payment	2022-03-31	422,333
Number of terminated vested participants	2022-03-31	4
Fundng target for terminated vested participants	2022-03-31	154,873
Active participant vested funding target	2022-03-31	3,222,082
Number of active participants	2022-03-31	6
Total funding liabilities for active participants	2022-03-31	3,226,948
Total participant count	2022-03-31	11
Total funding target for all participants	2022-03-31	3,804,154
Balance at beginning of prior year after applicable adjustments	2022-03-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-03-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2022-03-31	0
Prefunding balanced used to offset prior years funding requirement	2022-03-31	0
Amount remaining of carryover balance	2022-03-31	0
Amount remaining of prefunding balance	2022-03-31	0
Present value of excess contributions	2022-03-31	173,988
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-03-31	182,513
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-03-31	0
Reductions in caryover balances due to elections or deemed elections	2022-03-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-03-31	0
Balance of carryovers at beginning of current year	2022-03-31	0
Balance of prefunding at beginning of current year	2022-03-31	0
Total employer contributions	2022-03-31	185,000
Total employee contributions	2022-03-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-03-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-03-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-03-31	174,519
Unpaid minimum required contributions for all prior years	2022-03-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-03-31	0
Remaining amount of unpaid minimum required contributions	2022-03-31	0
Minimum required contributions for current year target normal cost	2022-03-31	154,825
Net shortfall amortization installment of oustanding balance	2022-03-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-03-31	0
Additional cash requirement	2022-03-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-03-31	174,519
Unpaid minimum required contributions for current year	2022-03-31	0
Unpaid minimum required contributions for all years	2022-03-31	0
2021: INSURANCE FEDERATION OF PENNSYLVANIA, INC., RETIREMENT PLAN & TRUST 2021 401k membership
Market value of plan assets	2021-03-31	4,501,393
Acturial value of plan assets	2021-03-31	4,501,393
Funding target for retired participants and beneficiaries receiving payment	2021-03-31	417,264
Number of terminated vested participants	2021-03-31	4
Fundng target for terminated vested participants	2021-03-31	136,291
Active participant vested funding target	2021-03-31	2,780,349
Number of active participants	2021-03-31	6
Total funding liabilities for active participants	2021-03-31	2,782,849
Total participant count	2021-03-31	11
Total funding target for all participants	2021-03-31	3,336,404
Balance at beginning of prior year after applicable adjustments	2021-03-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-03-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-03-31	0
Prefunding balanced used to offset prior years funding requirement	2021-03-31	0
Amount remaining of carryover balance	2021-03-31	0
Amount remaining of prefunding balance	2021-03-31	0
Present value of excess contributions	2021-03-31	173,005
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-03-31	182,001
Reductions in caryover balances due to elections or deemed elections	2021-03-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-03-31	0
Balance of carryovers at beginning of current year	2021-03-31	0
Balance of prefunding at beginning of current year	2021-03-31	0
Total employer contributions	2021-03-31	185,000
Total employee contributions	2021-03-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-03-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-03-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-03-31	173,988
Unpaid minimum required contributions for all prior years	2021-03-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-03-31	0
Remaining amount of unpaid minimum required contributions	2021-03-31	0
Minimum required contributions for current year target normal cost	2021-03-31	111,251
Net shortfall amortization installment of oustanding balance	2021-03-31	0
Waiver amortization installment	2021-03-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-03-31	0
Carryover balance elected to use to offset funding requirement	2021-03-31	0
Prefunding balance elected to use to offset funding requirement	2021-03-31	0
Additional cash requirement	2021-03-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-03-31	173,988
Unpaid minimum required contributions for current year	2021-03-31	0
Unpaid minimum required contributions for all years	2021-03-31	0
2020: INSURANCE FEDERATION OF PENNSYLVANIA, INC., RETIREMENT PLAN & TRUST 2020 401k membership
Market value of plan assets	2020-03-31	4,265,727
Acturial value of plan assets	2020-03-31	4,265,727
Funding target for retired participants and beneficiaries receiving payment	2020-03-31	447,305
Number of terminated vested participants	2020-03-31	4
Fundng target for terminated vested participants	2020-03-31	127,088
Active participant vested funding target	2020-03-31	2,519,433
Number of active participants	2020-03-31	6
Total funding liabilities for active participants	2020-03-31	2,519,433
Total participant count	2020-03-31	11
Total funding target for all participants	2020-03-31	3,093,826
Balance at beginning of prior year after applicable adjustments	2020-03-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-03-31	0
Amount remaining of carryover balance	2020-03-31	0
Amount remaining of prefunding balance	2020-03-31	0
Present value of excess contributions	2020-03-31	172,333
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-03-31	181,639
Reductions in caryover balances due to elections or deemed elections	2020-03-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-03-31	0
Balance of carryovers at beginning of current year	2020-03-31	0
Balance of prefunding at beginning of current year	2020-03-31	0
Total employer contributions	2020-03-31	185,000
Total employee contributions	2020-03-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-03-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-03-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-03-31	173,005
Unpaid minimum required contributions for all prior years	2020-03-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-03-31	0
Remaining amount of unpaid minimum required contributions	2020-03-31	0
Minimum required contributions for current year target normal cost	2020-03-31	94,846
Net shortfall amortization installment of oustanding balance	2020-03-31	0
Waiver amortization installment	2020-03-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-03-31	0
Carryover balance elected to use to offset funding requirement	2020-03-31	0
Prefunding balance elected to use to offset funding requirement	2020-03-31	0
Additional cash requirement	2020-03-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-03-31	173,005
Unpaid minimum required contributions for current year	2020-03-31	0
Unpaid minimum required contributions for all years	2020-03-31	0
2019: INSURANCE FEDERATION OF PENNSYLVANIA, INC., RETIREMENT PLAN & TRUST 2019 401k membership
Market value of plan assets	2019-03-31	4,020,728
Acturial value of plan assets	2019-03-31	4,020,728
Funding target for retired participants and beneficiaries receiving payment	2019-03-31	440,014
Number of terminated vested participants	2019-03-31	4
Fundng target for terminated vested participants	2019-03-31	116,659
Active participant vested funding target	2019-03-31	2,211,180
Number of active participants	2019-03-31	5
Total funding liabilities for active participants	2019-03-31	2,211,180
Total participant count	2019-03-31	10
Total funding target for all participants	2019-03-31	2,767,853
Balance at beginning of prior year after applicable adjustments	2019-03-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-03-31	0
Amount remaining of carryover balance	2019-03-31	0
Amount remaining of prefunding balance	2019-03-31	0
Present value of excess contributions	2019-03-31	167,494
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-03-31	176,874
Balance of carryovers at beginning of current year	2019-03-31	0
Balance of prefunding at beginning of current year	2019-03-31	0
Total employer contributions	2019-03-31	185,000
Total employee contributions	2019-03-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-03-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-03-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-03-31	172,333
Unpaid minimum required contributions for all prior years	2019-03-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-03-31	0
Remaining amount of unpaid minimum required contributions	2019-03-31	0
Minimum required contributions for current year target normal cost	2019-03-31	71,691
Net shortfall amortization installment of oustanding balance	2019-03-31	0
Waiver amortization installment	2019-03-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-03-31	0
Additional cash requirement	2019-03-31	0
Contributions allocatedtoward minimum required contributions for current year	2019-03-31	172,333
Unpaid minimum required contributions for current year	2019-03-31	0
Unpaid minimum required contributions for all years	2019-03-31	0
2018: INSURANCE FEDERATION OF PENNSYLVANIA, INC., RETIREMENT PLAN & TRUST 2018 401k membership
Market value of plan assets	2018-03-31	3,521,200
Acturial value of plan assets	2018-03-31	3,521,200
Funding target for retired participants and beneficiaries receiving payment	2018-03-31	427,633
Number of terminated vested participants	2018-03-31	3
Fundng target for terminated vested participants	2018-03-31	30,623
Active participant vested funding target	2018-03-31	1,946,104
Number of active participants	2018-03-31	6
Total funding liabilities for active participants	2018-03-31	1,946,104
Total participant count	2018-03-31	10
Total funding target for all participants	2018-03-31	2,404,360
Balance at beginning of prior year after applicable adjustments	2018-03-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-03-31	0
Amount remaining of carryover balance	2018-03-31	0
Amount remaining of prefunding balance	2018-03-31	0
Present value of excess contributions	2018-03-31	167,455
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-03-31	177,167
Balance of carryovers at beginning of current year	2018-03-31	0
Balance of prefunding at beginning of current year	2018-03-31	0
Total employer contributions	2018-03-31	180,000
Total employee contributions	2018-03-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-03-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-03-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-03-31	167,494
Unpaid minimum required contributions for all prior years	2018-03-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-03-31	0
Remaining amount of unpaid minimum required contributions	2018-03-31	0
Minimum required contributions for current year target normal cost	2018-03-31	81,412
Net shortfall amortization installment of oustanding balance	2018-03-31	0
Waiver amortization installment	2018-03-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-03-31	0
Additional cash requirement	2018-03-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-03-31	167,494
Unpaid minimum required contributions for current year	2018-03-31	0
Unpaid minimum required contributions for all years	2018-03-31	0
2017: INSURANCE FEDERATION OF PENNSYLVANIA, INC., RETIREMENT PLAN & TRUST 2017 401k membership
Market value of plan assets	2017-03-31	3,096,168
Acturial value of plan assets	2017-03-31	3,096,168
Funding target for retired participants and beneficiaries receiving payment	2017-03-31	572,505
Number of terminated vested participants	2017-03-31	3
Fundng target for terminated vested participants	2017-03-31	27,942
Active participant vested funding target	2017-03-31	1,671,011
Number of active participants	2017-03-31	6
Total funding liabilities for active participants	2017-03-31	1,678,595
Total participant count	2017-03-31	10
Total funding target for all participants	2017-03-31	2,279,042
Balance at beginning of prior year after applicable adjustments	2017-03-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-03-31	0
Amount remaining of carryover balance	2017-03-31	0
Amount remaining of prefunding balance	2017-03-31	0
Present value of excess contributions	2017-03-31	171,296
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-03-31	181,574
Balance of carryovers at beginning of current year	2017-03-31	0
Balance of prefunding at beginning of current year	2017-03-31	0
Total employer contributions	2017-03-31	180,000
Total employee contributions	2017-03-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-03-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-03-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-03-31	167,455
Unpaid minimum required contributions for all prior years	2017-03-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-03-31	0
Remaining amount of unpaid minimum required contributions	2017-03-31	0
Minimum required contributions for current year target normal cost	2017-03-31	85,185
Net shortfall amortization installment of oustanding balance	2017-03-31	0
Waiver amortization installment	2017-03-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-03-31	0
Additional cash requirement	2017-03-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-03-31	167,455
Unpaid minimum required contributions for current year	2017-03-31	0
Unpaid minimum required contributions for all years	2017-03-31	0

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INSURANCE FEDERATION OF MINNESOTA 401(K) PROFIT SHARING PLAN [EIN = 410825288]

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Company Name:	INSURANCE FEDERATION OF PENNSYLVANIA, INC.
Employer identification number (EIN):	230724005
NAIC Classification:	524290

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-04-01
001	2021-04-01
001	2020-04-01
001	2019-04-01
001	2018-04-01
001	2017-04-01
001	2016-04-01
001	2015-04-01
001	2014-04-01	JOHN BURY	2016-01-14
001	2013-04-01	SAMUEL MARSHALL	2014-06-24	SAMUEL MARSHALL	2014-06-24
001	2012-04-01	SAMUEL MARSHALL	2013-05-09
001	2011-04-01	SAMUEL MARSHALL	2012-05-14
001	2010-04-01	SAMUEL MARSHALL	2011-07-21